See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,977 | $103,376-46.8% | $87,100-36.9% | $152,861-64.0% |
| Participation rate | 43.5% | 79.3%-35.9pp | 76.9%-33.4pp | 82.4%-39.0pp |
| Annual return | 18.09% | 28.10%-10.0pp | 28.19%-10.1pp | 345.32%-327.2pp |
| Employer contribution / active EE | $731 | $3,220-77.3% | $2,521-71.0% | $4,762-84.6% |
| Participant deferral / active EE | $1,235 | $4,778-74.1% | $4,049-69.5% | $5,850-78.9% |
| Admin fee / account holder | $5,859 | $12,205-52.0% | $7,497-21.8% | $11,596-49.5% |